One Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

One Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,077	Closed	-$209K	–	298
2025 Q1	$209K	Sell	1,077 -20	-2%	-$3.98K	0.03%	270
2024 Q4	$215K	Sell	1,097 -4	-0.4%	-$799	0.03%	230
2024 Q3	$219K	Buy	+1,101	New	+$210K	0.03%	245
2024 Q2	–	Sell	-1,110	Closed	-$203K	–	275
2024 Q1	$203K	Buy	+1,110	New	+$195K	0.04%	239
2023 Q1	–	Sell	-1,238	Closed	-$188K	–	588
2022 Q4	$188K	Buy	+1,238	New	+$185K	0.04%	201
2022 Q2	–	Sell	-1,326	Closed	-$215K	–	216
2022 Q1	$215K	Hold	1,326	–	–	0.05%	188
2021 Q4	$228K	Buy	1,326 +3	+0.2%	+$494	0.06%	176
2021 Q3	$203K	Hold	1,323	–	–	0.06%	201
2021 Q2	$205K	Buy	+1,323	New	+$203K	0.06%	169
2020 Q1	–	Sell	-2,098	Closed	-$262K	–	139
2019 Q4	$262K	Buy	+2,098	New	+$254K	0.19%	78

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

One Wealth Advisors's VIG Position: Q2 2025 in Review

One Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,077 shares — an estimated $209K sold.

One Wealth Advisors first reported a position in VIG in Q4 2019 and held it in 10 quarters. The position peaked at $262K in Q4 2019. 2,300 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

One Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
One Wealth Advisors sold 1,077 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $209K.
One Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 10 quarters.
One Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $262K in Q4 2019.
2,300 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.